Audrey Kaplan

Director, Senior Portfolio Manager, Global Equity Team at Robeco

Audrey Kaplan has extensive work experience in the field of global equity management. Audrey currently serves as the Director and Senior Portfolio Manager on the Global Equity Team at Robeco Institutional Asset Management, where they co-manage the Robeco Sustainable Global Stars Equity Portfolio and the Robeco Global Gender Equality Impact Equity Portfolio. Prior to their role at Robeco, Audrey was the Head of Global Equity Strategy and Senior Vice President at Wells Fargo from 2018 to 2019, where they established the investment strategy for global equities. Before that, they worked at Federated Investors, Inc. for ten years, serving as the Head of International Equity Team and Senior Portfolio Manager, overseeing $4.8 billion in equities and responsible for global quantitative research and products. Audrey also held positions at Rochdale Investment Management, Merrill Lynch International, Robert Fleming, and Salomon Brothers Inc, where they gained valuable experience in portfolio management, strategy, and quantitative research.

Audrey Kaplan has a Master's degree in Masters in Finance (MiF) from the London Business School. Audrey also has a Bachelor's degree in Computer & Systems Engineering from Rensselaer Polytechnic Institute. In addition, Audrey has obtained certifications including the Investment Management Workshop from Harvard Business School Executive Education in July 2012, and the CFA Institute CE Program 10 Year Milestone Badge from CFA Institute in July 2008.

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Timeline

  • Director, Senior Portfolio Manager, Global Equity Team

    July, 2021 - present

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